Paola Andrea Santos
Investment adviser representative at Creative Planning
14 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Lockton Investment AdvisorsDec 2021 to Dec 2021
- Lockton Companies LLCNov 2021 to Dec 2021
- Bof FinancialApr 2020 to Nov 2021
- Standard Retirement ServicesJan 2010 to Mar 2020
- Stancorp Investment Advisers, Inc.Jan 2008 to Mar 2020
- Stancorp Equities, Inc.Oct 2007 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2896358
- Firm CRD
- 105348